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Who We Are



Lanny K. Rosenbaum - Principal

Lanny provides financial planning and investment management services to middle market and high net worth individuals, families, small businesses, and charitable organizations. Lanny's clients are active in creating realistic financial plans covering all aspects of their current and future goals. Lanny also develops and manages customized portfolios that are designed to help you achieve all your financial goals, while developing a partnership with you, your family, and your other professional advisors.

Education and Professional Development:

Lanny earned his Bachelor of Science in Economics from the State University of New York at Albany, holds the FINRA series 7 & 66 licenses, completed the Certified Financial Planner education program from the College for Financial Planning in 2007 and is a member of the both the national and local chapters of the Financial Planning Association.

Outside Interests:

Lanny and his wife Kathleen reside in Glenville with their two daughters, Brenna and Jillian. Lanny's family are active communicants of St. Joseph's Catholic Church where Lanny sits on the finance committee and provides investment management and financial planning services.

 

 

 



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